Lead Task

LeadX Platform provides user a feature to add a Task or a Lead Task. The basic difference between Task and Lead Task is that Lead Task is always associated with a Lead, however, Task can be associated with a Lead or not.

Task / Lead Task Parameters

Parameter	Description	Role Access

Parameter	Description	Role Access
Task *	Description of the Task	Professional / Manager
Deadline *	Task end date / deadline	Professional / Manager
Lead Title	Select Lead from the drop-down, if present	Professional / Manager

* Mandatory Information

Lead Task

Lead Task as a type of task which can be added by Lead Owner for a specific Lead

The Lead Task allows user to create planned event which is associated with a Lead and can be viewed in the Activities

Only Professional User or Manager User has access to generate Lead Tasks or Tasks

To create Lead Task

Login to LeadX web application or Mobile App using valid User Credentials
Go to My Pipeline
- On Web, click on My Pipeline present in the left Menu Panel
- On Mobile, Click on the My Pipeline button present at the bottom of the mobile
Select the desired Lead to update

The Update Popup or screen is displayed
To add new Event
- Scroll to the bottom of the popup or page
- Click on + sign present in the header of Planned Events box to open Create Event popup
- You can add event as
  - Lead Task
  - Note
- To add new Lead Task
  - Click Lead Task button
  - Enter the necessary information
  - Enter the Deadline and click Save
- On Saving the Lead Task the task gets associated with the Lead
- You can also view the task in Activities

The Lead detailed screen is displayed with basic information about the lead
The screen displays three sections Planned Events, History and Notes to show existing events, history information and Notes information
To add new Lead Task
- Click Add new task button present under Planned events
- A New task screen is displayed
- Enter the necessary information
- Enter Deadline
- click Save
On Saving the Lead Task the task gets associated with the Lead
You can also view the task in Activities

Task

To create Task

Login to LeadX web application or Mobile App using valid User Credentials
Go to Activities
- On Web, click on Activities present in the left Menu Panel
- On Mobile, Click on the Activities button present at the bottom of the mobile
To Create Sales Activity

To add new Task
- Click on + sign present in the header of Tasks box to open Create new Task Popup
- Enter Task details
- Enter the deadline
- Select the Lead if present
  - If you select the Lead that is present in the Lead title box then the Task will get saved as Lead Task
- click Save

To add new Task
- Click on + sign present under Tasks section to open Create new Task screen
- Enter Task details
- Enter the deadline
- Select the Lead if present
  - If you select the Lead that is present in the Lead title box then the Task will get saved as Lead Task
- click Save